B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$731,780
-6.2%
15,778
-5.6%
0.02%
+17.6%
Q2 2023$779,851
-29.9%
16,721
-29.1%
0.02%
-43.3%
Q1 2023$1,112,718
+34.2%
23,597
+32.2%
0.03%
+30.4%
Q4 2022$829,101
-18.9%
17,853
-19.4%
0.02%
-25.8%
Q3 2022$1,022,000
+66.7%
22,150
+71.3%
0.03%
+19.2%
Q2 2022$613,000
-13.2%
12,929
-11.1%
0.03%
+13.0%
Q1 2022$706,000
-3.9%
14,551
-0.1%
0.02%
+9.5%
Q4 2021$735,000
-14.6%
14,569
-13.5%
0.02%
-22.2%
Q3 2021$861,000
+1.9%
16,843
+2.3%
0.03%0.0%
Q2 2021$845,000
+8.9%
16,457
+8.8%
0.03%0.0%
Q1 2021$776,00015,1260.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Providence First Trust Co 90,210$4,650,0004.55%
View complete list of ISHARES TR shareholders